Insurance Evaluation

Additional Services

Utah Insurance Evaluation Services

Insurance coverage is a balancing act, a function of cost relative to need. Though we do not sell insurance, we review client’s coverage to determine if there are any insurance gaps or unnecessary coverage.

Further, we evaluate the need for long-term care and disability insurance. Our firm partners with qualified health insurance experts who analyze the appropriateness of our clients’ policies. When additional coverage is necessary, we recommend low-cost providers and facilitate the purchase of an appropriate and fitting policy for the client.

Finally, we have the tools to analyze the productivity and fees of our clients’ annuities. If we identify they are not serving the client’s interest, we conduct a cost to benefit analysis of surrendering the policy.

To schedule a free consultation with one of our insurance evaluation advisors, please contact us by phone or fill our our online form, found here.